The markets have responded in recent weeks to the rollout of President Trump’s trade policy. Analysts are closely watching the action in recent days but warn that the events of the last couple of weeks likely have not been accounted for yet.
“I don’t think they’ve priced it fully in, and I will circle back around to the soy complex. We’ve had a very weak product market. The biofuel, sustainable aviation fuel bulls in soybean oil have been very disappointed. They have probably been pushed out of the market. There’s probably a sense that they’re going to come back in,” said Mike Zuzolo.
Zuzolo says any future action in the soy complex will largely depend on what the EPA decides with blending in the coming months.
Related Stories
Lower oil prices may trim input costs but pressure biofuel demand.
Tight storage could widen basis and limit marketing flexibility.
Rising Chinese feed output — especially for swine — signals sustained demand for protein meals and feed inputs, even when meat production growth appears modest.
Texas Ag Commissioner Sid Miller joins us to discuss the cattle herd rebuild, trade concerns, and how ranchers would define “America First” policy priorities.
RealAg Radio host Shaun Haney talks about the U.S. House’s latest vote to roll back tariffs on Canada and the ongoing discussions surrounding North American trade.
Corn demand remains supportive, but weaker soybean buying limits overall export momentum.
